Mariner Wealth Advisors (Cincinnati)’s General Motors GM Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio GM Stock Details GM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-31,154	Closed	-$1.23M	–	294
2018 Q2	$1.23M	Sell	31,154 -26	-0.1%	-$1.02K	0.07%	121
2018 Q1	$1.13M	Hold	31,180	–	–	0.07%	124
2017 Q4	$1.28M	Buy	31,180 +25,004	+405%	+$1.08M	0.08%	111
2017 Q3	$249K	Buy	+6,176	New	+$226K	0.02%	242
2016 Q2	–	Sell	-6,695	Closed	-$210K	–	252
2016 Q1	$210K	Buy	+6,695	New	+$201K	0.02%	227

Other funds holding GM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s GM Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) sold out of General Motors (GM) in Q3 2018, closing a stake of 31,154 shares — an estimated $1.23M sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in GM in Q1 2016 and held it in 5 quarters. The position peaked at $1.28M in Q4 2017. 1,034 funds tracked by Wall St. Rank hold GM as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) reported no remaining General Motors position as of Q3 2018 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 31,154 General Motors shares in Q3 2018, an estimated $1.23M.
Mariner Wealth Advisors (Cincinnati) first reported a position in General Motors in Q1 2016 and held it in 5 quarters.
Mariner Wealth Advisors (Cincinnati)'s General Motors position peaked at $1.28M in Q4 2017.
1,034 funds tracked by Wall St. Rank held General Motors as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.